Booming multi-asset funds not a ‘one stop solution’: BMO
Investors need to stop viewing ‘Rubik’s Cube’ multi-asset funds as a one stop solution to deal with all their needs, BMO’s Gary Potter has said.
Investors need to stop viewing ‘Rubik’s Cube’ multi-asset funds as a one stop solution to deal with all their needs, BMO’s Gary Potter has said.
Professional investors in Europe are losing their enthusiasm for absolute return funds.
Multi-asset, or asset allocation funds, have been an investor favourite for years. But why would a professional investor invest in these one-stop shop funds?
One-stop shop funds that take away responsibility for asset allocation have been the blockbuster sellers with European investors in the last three years, but debt funds have also done well despite record low interest rates.
Aberdeen Asset Management has launched two multi-asset funds in Singapore, the firm’s first such funds to be offered in the city-state.
Alternative investments from aircraft leasing to renewable energy are still an attractive option for multi-asset funds, despite fears the asset class is approaching bubble territory, says Kames Capital’s senior multi-asset investment specialist, Nick Edwardson.
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?
Schroders has launched a multi-asset fund for Johanna Kyrklund designed to weather potential storms in equity and bond markets.
Mirae Asset Global Investments (HK) has launched a Luxembourg-domiciled Asia Pacific multi-asset income fund targeted to institutional investors and high-net-worth individuals.
Charles Stanley has launched five new multi-asset funds as part of a new Personal Portfolio Service for smaller clients.
AJ Bell’s first fund launch, a range of five diversified multi-asset funds that are risk-rated from cautious to adventurous, will start trading on 18 April 2017.
David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.